Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,889 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 · EIN 36-3145972 | Other Services | $0 |
8 funds of $250K or more; 16 lines in all, holding $6.7M of the plan's $7.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: BlackRock LifePath, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $5.2M | 77.5% |
| Nationwide S&P 500 Index Fund Class R Nationwide · Mutual fund Index | $572K | 8.5% |
| Growth Fund OF America Class R-2E Capital Group · Mutual fund | $278K | 4.1% |
| Equity Income Fund R Class American Century · Mutual fund | $109K | 1.6% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $105K | 1.6% |
| Carillon Eagle Midcap Growth I Raymond James · Other | $82K | 1.2% |
| Nationwide Small Cap Index Fund Class R Nationwide · Mutual fund Index | $73K | 1.1% |
| Fidelity Small Cap Value Fund Fidelity Advisor Small Cap Value Fund: Class M Fidelity (FMR) · Mutual fund | $67K | 1.0% |
| Fidelity International Capital Appreciation Fund Fidelity (FMR) · Mutual fund | $63K | 0.9% |
| Janus Henderson Triton Fund Class R Janus Henderson · Mutual fund | $56K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.